vs
NORTHERN OIL & GAS, INC.（NOG）与RBC Bearings INC（RBC）财务数据对比。点击上方公司名可切换其他公司
NORTHERN OIL & GAS, INC.的季度营收约是RBC Bearings INC的1.3倍（$610.2M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs -11.6%，领先26.2%），RBC Bearings INC同比增速更快（17.0% vs -72.6%），RBC Bearings INC自由现金流更多（$99.1M vs $43.2M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs 4.3%）
Marathon Oil Corporation是一家美国油气勘探开发企业，核心业务涵盖油气资源的勘探、开采与运营，2024年11月被康菲石油收购，相关业务与资产已并入康菲石油体系。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
NOG vs RBC — 直观对比
营收规模更大
NOG
是对方的1.3倍
$461.6M
营收增速更快
RBC
高出89.6%
-72.6%
净利率更高
RBC
高出26.2%
-11.6%
自由现金流更多
RBC
多$55.9M
$43.2M
两年增速更快
RBC
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $610.2M | $461.6M |
| 净利润 | $-70.7M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | — | 22.3% |
| 净利率 | -11.6% | 14.6% |
| 营收同比 | -72.6% | 17.0% |
| 净利润同比 | -198.7% | 16.4% |
| 每股收益（稀释后） | $-0.73 | $2.13 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收NOGRBC
| Q1 26 | $610.2M | — | ||
| Q4 25 | $610.2M | $461.6M | ||
| Q3 25 | $556.6M | $455.3M | ||
| Q2 25 | $706.8M | $436.0M | ||
| Q1 25 | $602.1M | $437.7M | ||
| Q4 24 | $515.0M | $394.4M | ||
| Q3 24 | $753.6M | $397.9M | ||
| Q2 24 | $560.8M | $406.3M |
净利润NOGRBC
| Q1 26 | $-70.7M | — | ||
| Q4 25 | $-70.7M | $67.4M | ||
| Q3 25 | $-129.1M | $60.0M | ||
| Q2 25 | $99.6M | $68.5M | ||
| Q1 25 | $139.0M | $72.7M | ||
| Q4 24 | $71.7M | $57.9M | ||
| Q3 24 | $298.4M | $54.2M | ||
| Q2 24 | $138.6M | $61.4M |
毛利率NOGRBC
| Q1 26 | — | — | ||
| Q4 25 | 80.4% | 44.3% | ||
| Q3 25 | 78.7% | 44.1% | ||
| Q2 25 | 82.8% | 44.8% | ||
| Q1 25 | 81.1% | 44.2% | ||
| Q4 24 | 77.4% | 44.3% | ||
| Q3 24 | 85.8% | 43.7% | ||
| Q2 24 | 82.0% | 45.3% |
营业利润率NOGRBC
| Q1 26 | — | — | ||
| Q4 25 | -5.5% | 22.3% | ||
| Q3 25 | -22.6% | 21.5% | ||
| Q2 25 | 24.9% | 23.2% | ||
| Q1 25 | 38.1% | 23.0% | ||
| Q4 24 | 25.8% | 21.7% | ||
| Q3 24 | 57.6% | 21.6% | ||
| Q2 24 | 39.0% | 24.0% |
净利率NOGRBC
| Q1 26 | -11.6% | — | ||
| Q4 25 | -11.6% | 14.6% | ||
| Q3 25 | -23.2% | 13.2% | ||
| Q2 25 | 14.1% | 15.7% | ||
| Q1 25 | 23.1% | 16.6% | ||
| Q4 24 | 13.9% | 14.7% | ||
| Q3 24 | 39.6% | 13.6% | ||
| Q2 24 | 24.7% | 15.1% |
每股收益（稀释后）NOGRBC
| Q1 26 | $-0.73 | — | ||
| Q4 25 | $-0.67 | $2.13 | ||
| Q3 25 | $-1.33 | $1.90 | ||
| Q2 25 | $1.00 | $2.17 | ||
| Q1 25 | $1.39 | $2.33 | ||
| Q4 24 | $0.71 | $1.82 | ||
| Q3 24 | $2.96 | $1.65 | ||
| Q2 24 | $1.36 | $1.90 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $14.3M | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $2.1B | $3.3B |
| 总资产 | $5.4B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资NOGRBC
| Q1 26 | $14.3M | — | ||
| Q4 25 | $14.3M | $107.6M | ||
| Q3 25 | $31.6M | $91.2M | ||
| Q2 25 | $25.9M | $132.9M | ||
| Q1 25 | $33.6M | $36.8M | ||
| Q4 24 | $8.9M | — | ||
| Q3 24 | $34.4M | — | ||
| Q2 24 | $7.8M | $76.8M |
总债务NOGRBC
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $990.2M | ||
| Q3 25 | $2.3B | $1.1B | ||
| Q2 25 | $2.4B | $915.6M | ||
| Q1 25 | $2.3B | $920.1M | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $1.9B | — |
股东权益NOGRBC
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $3.3B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.4B | $3.1B | ||
| Q1 25 | $2.4B | $3.0B | ||
| Q4 24 | $2.3B | $2.9B | ||
| Q3 24 | $2.3B | $2.9B | ||
| Q2 24 | $2.1B | $2.8B |
总资产NOGRBC
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.4B | $5.1B | ||
| Q3 25 | $5.5B | $5.1B | ||
| Q2 25 | $5.7B | $4.8B | ||
| Q1 25 | $5.7B | $4.7B | ||
| Q4 24 | $5.6B | $4.7B | ||
| Q3 24 | $5.1B | $4.7B | ||
| Q2 24 | $4.7B | $4.7B |
负债/权益比NOGRBC
| Q1 26 | — | — | ||
| Q4 25 | 1.13× | 0.30× | ||
| Q3 25 | 1.05× | 0.34× | ||
| Q2 25 | 0.98× | 0.29× | ||
| Q1 25 | 0.96× | 0.30× | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.91× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $312.6M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $43.2M | $99.1M |
| 自由现金流率自由现金流/营收 | 7.1% | 21.5% |
| 资本支出强度资本支出/营收 | 31.5% | 5.0% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流NOGRBC
| Q1 26 | $312.6M | — | ||
| Q4 25 | $312.6M | $122.1M | ||
| Q3 25 | $423.1M | $88.4M | ||
| Q2 25 | $362.1M | $120.0M | ||
| Q1 25 | $407.4M | — | ||
| Q4 24 | $290.3M | $84.0M | ||
| Q3 24 | $385.8M | — | ||
| Q2 24 | $340.5M | $97.4M |
自由现金流NOGRBC
| Q1 26 | $43.2M | — | ||
| Q4 25 | — | $99.1M | ||
| Q3 25 | — | $71.7M | ||
| Q2 25 | — | $104.3M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $88.4M |
自由现金流率NOGRBC
| Q1 26 | 7.1% | — | ||
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 23.9% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.8% |
资本支出强度NOGRBC
| Q1 26 | 31.5% | — | ||
| Q4 25 | — | 5.0% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 2.2% |
现金转化率NOGRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | 3.64× | 1.75× | ||
| Q1 25 | 2.93× | — | ||
| Q4 24 | 4.05× | 1.45× | ||
| Q3 24 | 1.29× | — | ||
| Q2 24 | 2.46× | 1.59× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
